FSA Wealth Management Overview
- Headquarters
- Needham, Massachusetts, United States
- Website
- fsawm.com
- Industry
- Investment Management
- Employees
- 7
- Funding
- ,
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About FSA Wealth Management
Wealth brings challenges. Face them with confidence – and with the right team behind you. At FSA Wealth Management, we put a rare blend of in-house expertise to work to manage the full scope of our clients’ wealth. From financial planning to investment management to tax and estate planning, we have our clients covered. We take our role as fiduciaries to heart, and we know how to put the best strategies into play for each unique client situation. Throughout FSA's history, we have helped hundreds of clients realize their financial goals. In addition to individuals and families, we work extensively with small businesses and professional organizations. From business creation to sale or succession, we guide them through the complex financial decisions critical for success. We are particularly proud of the close, long-term relationships we’ve established with so many of our clients. To learn more about FSA Wealth Management, please visit https://fsawm.com/ --- FSA Wealth Management LLC "FSA Wealth Management" is a registered investment advisor. FSA Wealth Management provides investment advisory and related services for clients nationally. FSA Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://fsawm.com/
FSA Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
- Phone contacts
- 1
- 25.0% coverage
FSA Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Meagan Rogers, Cfa, Cfp | Director, Investment Strategy & Research at Fsa Wealth Management | United States |
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| Gavin Morrissey | Managing Partner at Fsa Wealth Management |
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| Simon Heslop | Managing Partner at Fsa Wealth Management | Portsmouth, New Hampshire, United States |
Email
Phone
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| Greg Gohr | Wealth Advisor at Fsa Wealth Management |
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Employees by Management Level
Individual contributor
4 profiles
Director
1 profile
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